What can an AI agent do with Affinity?

An Affinity AI agent can browse your relationship graph, look up contacts and organizations, surface warm introduction paths, scan pipeline lists for stale deals, log notes, and create new contacts - all on a schedule or on demand. Write actions like creating contacts or notes require your approval.

Is this useful if I am not in venture capital?

Yes. Any relationship-driven workflow benefits - enterprise sales, recruiting, partnerships, and fundraising all rely on the same pattern of tracking contacts, surfacing warm paths, and keeping pipelines current.

Will my agent add or change data without asking?

No. Creating contacts and logging notes are write actions that require your approval in safe and plan permission modes. Read operations like browsing contacts and lists are shown to you before they run.

How is an Affinity AI agent different from Affinity's built-in reminders?

Affinity reminders prompt you to follow up, but you still do the work. An AI agent reasons across your full relationship graph - it finds the best introduction path, drafts the outreach, logs the outcome, and schedules the next step, acting as an autonomous layer on top of your CRM.

CRM & sales

Affinity, run by an agent.

An AI agent that surfaces, tracks, and manages your relationship intelligence.

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What needs your approval

Affinity never changes anything without you.

Anything that creates, edits or deletes in Affinity waits for your approval. Approve a recurring task once and it runs unattended after that.

Example tasks

Real work people hand to an agent that uses Affinity.

scan your pipeline lists every morning and flag deals with no activity in the past 14 days
find the warmest path to a target company by mapping mutual connections across your network
auto-log meeting notes to the right contact and organization after each call
generate a weekly relationship health report covering new intros, stale deals, and upcoming follow-ups